Steven B. Anderson CFP®, PHD’s Post

Facts Vs Feelings Take 5 – Are We Slowing Down? Is this economy slowing down and are we heading for a recession? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the recent buzz around the economy and stock market. Highlights include: Q1 GDP only rose 1.6%, which is less than what we’ve been seeing lately The latest employment report was softer than expected The economy is still strong and things are normalizing Watch or listen here: https://ow.ly/F0zO50RF51w If you have questions about this content or anything else and would like to discuss in a virtual meeting or phone call, schedule here: https://lnkd.in/dyqD6eB #EconomicInsights #MarketTrends #GlobalEconomy #StockMarketAnalysis #FinancialOutlook #GDPAnalysis #EmploymentTrends #EconomicNormalization #MarketInsights #FinancialStrategy

Facts Vs Feelings Take 5 – Are We Slowing Down? Is this economy slowing down and are we heading for a recession? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the recent buzz around the economy and stock market. Highlights include: Q1 GDP only rose 1.6%, which is less than what we’ve been seeing lately The latest employment report was softer than expected The economy is still strong and things are normalizing Watch or listen here: https://ow.ly/s12s50RF51v If you have questions about this content or anything else and would like to discuss in a virtual meeting or phone call, schedule here: https://lnkd.in/gw5QUtSh #EconomicInsights #MarketTrends #GlobalEconomy #StockMarketAnalysis #FinancialOutlook #GDPAnalysis #EmploymentTrends #EconomicNormalization #MarketInsights #FinancialStrategy

Facts Vs Feelings Take 5 – Are We Slowing Down? Is this economy slowing down and are we heading for a recession? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the recent buzz around the economy and stock market. Highlights include: Q1 GDP only rose 1.6%, which is less than what we’ve been seeing lately The latest employment report was softer than expected The economy is still strong and things are normalizing Watch or listen here: https://lnkd.in/gstxuNXD If you have questions about this content or anything else and would like to discuss in a virtual meeting or phone call, schedule here: https://lnkd.in/eguxShe #EconomicInsights #MarketTrends #GlobalEconomy #StockMarketAnalysis #FinancialOutlook #GDPAnalysis #EmploymentTrends #EconomicNormalization #MarketInsights #FinancialStrategy

Facts Vs Feelings Take 5 – Are We Slowing Down? Is this economy slowing down and are we heading for a recession? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the recent buzz around the economy and stock market. Highlights include: Q1 GDP only rose 1.6%, which is less than what we’ve been seeing lately The latest employment report was softer than expected The economy is still strong and things are normalizing Watch or listen here: https://lnkd.in/gUHCb-5T If you have questions about this content or anything else and would like to discuss in a virtual meeting or phone call, schedule here: https://lnkd.in/dyqD6eB #EconomicInsights #MarketTrends #GlobalEconomy #StockMarketAnalysis #FinancialOutlook #GDPAnalysis #EmploymentTrends #EconomicNormalization #MarketInsights #FinancialStrategy

Facts Vs Feelings Take 5 – Are We Slowing Down? Is this economy slowing down and are we heading for a recession? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the recent buzz around the economy and stock market. Highlights include: Q1 GDP only rose 1.6%, which is less than what we’ve been seeing lately The latest employment report was softer than expected The economy is still strong and things are normalizing Watch or listen here: https://lnkd.in/gfagygGN If you have questions about this content or anything else and would like to discuss in a virtual meeting or phone call, schedule here: https://lnkd.in/gw5QUtSh #EconomicInsights #MarketTrends #GlobalEconomy #StockMarketAnalysis #FinancialOutlook #GDPAnalysis #EmploymentTrends #EconomicNormalization #MarketInsights #FinancialStrategy

Drum roll please… Market & Economic Outlook Rundown with Ryan Detrick, CMT - • S&P 500 overwhelmingly positive 1 year after cutting when markets are near all-time highs • Inflation is last year’s problem • Employment backdrop is slowing but not screeching into a recession-- a couple cuts make sense • October of an election year is the worst month historically-- the next 6-7 weeks might not be smooth sailing • Underlying pinnings are still solid, the economy is still solid, we are still in a bull market #markets #TheIndependentAdvisors Carson Group Matthew Jessup Mark McEvily

The US economy had a surprisingly strong year, defying recession calls. The fourth-quarter growth was better than expected, with gross domestic product increasing at a 3.3% annualized rate. Consumer spending was the main growth engine, rising at a 2.8% rate, while business investment and housing also helped fuel the larger-than-expected advance last quarter. Check out the Bloomberg article (in comments) for more details #economy #growth #businessnews

A growing number of CEOs in our latest CEO Confidence Index poll agree with Fed chairman Jay Powell: The U.S. economy is pretty darn good right now, and it’s likely to get better. Gone are the recession fears we’ve been hearing, replaced—largely—by predictions of falling inflation, solid economic growth, high consumer demand and potential interest-rate cuts. For the fifth consecutive month, the outlook among the 124 CEOs we polled in early March as part of our monthly economic survey was more optimistic than it was in the month prior, this time up 6 percent to a 7 out of 10 (on a 1-10 scale). That’s the highest level for the Index since July, 2021, when Covid-era regulations began to ease. Sentiment about the current state of the economy also grew more positive. The measure climbed for the fourth month in a row, up 4 percent, now at 6.5 out of 10 from 6.3 last month. #staffing #logistics #manufacturing #warehousing #chicago #dallas #toledo #memphis #detroit #indianapolis https://lnkd.in/dbAZasC9

Ready for a twist in the economic tale? Everyone braced for a recession, the most predicted in recent memory, but here's the catch – it hasn't happened yet. In a year where forecasts seemed certain, the economy decided to take its own path. Stocks have shown resilience, interest rates are at a high not seen since 2007, yet the predicted downturn remains just that - a prediction, for now. It's a lesson in economic humility: even in a world armed with data and expertise, the future can still hold surprises. #EconomicSurprises #MarketPredictions #FinancialResilience

3 Scenarios for the U.S. Economy. 1) 20% Goldilocks  Strong economic growth buoys earnings and equities.  Resilient growth and persistently above-target inflation keep bond yields elevated for flat bond returns. 2) 60% Soft-ish landing  Strong growth, falling inflation, and lower interest rate expectations bring lower yields. The lack of a severe recession enables earnings growth. 3) 20% Hard Landing  Sharp fall in growth, possibly due to prior rate hikes, and a moderate to severe recession. Lower earnings expectations feed equity declines.  Bonds fare well as interest rate expectations fall and investors seek safety. Source: What CEOs are Talking About Going into 2024 - Global Forecast Report by VC+ Jan 2024